Company Description Evolve Private Wealth is an independent, employee-owned registered investment advisor serving entrepreneurs, business owners, and multi-generational families facing complex financial needs. The firm operates as a modern family office, integrating investment management, tax strategy, estate planning coordination, and balance-sheet advice into one cohesive relationship. Its adaptive approach is designed to evolve with clients as their lives, businesses, and priorities change, focusing on clarity, flexibility, and long-term decision-making. Supported by a seasoned, multi-disciplinary team and robust infrastructure, Evolve Private Wealth is built to serve complex families at meaningful scale while helping clients create adaptive wealth and enduring legacies.
Role Description We're looking for an experienced wealth management professional to join us as a Director. You'll own key client relationships, help shape the strategic direction of our advisory practice, and act as the connective tissue between clients and our investment and operations teams. This is a fit for someone who has already managed sophisticated client portfolios and wants more ownership over how those relationships are run.
Responsibilities
Qualifications
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